Graves Light Lenhart Wealth’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-515
| Closed | -$73K | – | 222 |
|
|
2022
Q2 | $73K | Hold |
515
| – | – | 0.01% | 265 |
|
|
2022
Q1 | $80K | Hold |
515
| – | – | 0.01% | 297 |
|
|
2021
Q4 | $94K | Buy |
515
+373
| +263% | +$68.1K | 0.01% | 311 |
|
|
2021
Q3 | $24K | Hold |
142
| – | – | ﹤0.01% | 470 |
|
|
2021
Q2 | $23K | Hold |
142
| – | – | ﹤0.01% | 479 |
|
|
2021
Q1 | $22K | Hold |
142
| – | – | ﹤0.01% | 485 |
|
|
2020
Q4 | $22K | Buy |
+142
| New | +$22K | ﹤0.01% | 466 |
|